UK markets closed

Morningstar, Inc. (MORN)

NasdaqGS - NasdaqGS Real-time price. Currency in USD
Add to watchlist
287.80+0.34 (+0.12%)
As of 02:45PM EDT. Market open.
Insider roster
Insider transactions

Major holders

Currency in USD
Breakdown
40.38%% of shares held by all insiders
60.37%% of shares held by institutions
101.26%% of float held by institutions
491Number of institutions holding shares

Top institutional holders

HolderSharesDate reported% outValue
Select Equity Group, Inc.2,984,02730 Dec 20236.98%858,802,934
Vanguard Group Inc2,576,67030 Dec 20236.03%741,565,594
Blackrock Inc.2,392,04330 Dec 20235.60%688,429,946
Morgan Stanley1,936,05530 Dec 20234.53%557,196,605
BAMCO Inc.1,322,45130 Dec 20233.09%380,601,381
Bank of America Corporation1,292,30830 Dec 20233.02%371,926,226
Kayne Anderson Rudnick Investment Management LLC1,246,56930 Dec 20232.92%358,762,542
Massachusetts Financial Services Co.1,075,73130 Dec 20232.52%309,595,368
State Street Corporation741,53530 Dec 20231.73%213,413,763
Price (T.Rowe) Associates Inc711,63230 Dec 20231.66%204,807,680

Top mutual fund holders

HolderSharesDate reported% outValue
Eaton Vance Atlanta Capital SMID-Cap Fd1,434,18530 Dec 20233.36%412,758,425
Baron Growth Fund925,00030 Dec 20232.16%266,214,988
Virtus Equity Tr-Virtus KAR Small Cap Growth Fd814,69030 Dec 20231.91%234,467,772
iShares Core S&P Midcap ETF810,92030 Mar 20241.90%233,382,766
Vanguard Total Stock Market Index Fund803,73330 Dec 20231.88%231,314,347
MFS Mid Cap Growth Fund734,55528 Feb 20241.72%211,404,920
Vanguard Small-Cap Index Fund652,28430 Dec 20231.53%187,727,327
Vanguard Extended Market Index Fund385,44730 Dec 20230.90%110,931,641
Price (T.Rowe) Mid-Cap Value Fund378,40430 Dec 20230.89%108,904,666
Vanguard Small-Cap Growth Index Fund363,84230 Dec 20230.85%104,713,723